Vista Private Wealth Partners. LLC Vanguard Total International B Transaction History

Vista Private Wealth Partners. LLC

$261 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 13, 2022	BUY	$47.32 - $51.35 $662 - $718	14 Added 0.06%	22,834 $1.1 Million
Q2 2022 Jul 13, 2022	SELL	$48.35 - $52.44 $33,748 - $36,603	-698 Reduced 2.97%	22,820 $1.14 Million
Q1 2022 Apr 13, 2022	BUY	$52.1 - $55.0 $15,994 - $16,885	307 Added 1.32%	23,518 $1.23 Million
Q4 2021 Jan 19, 2022	BUY	$55.11 - $57.44 $103,772 - $108,159	1,883 Added 8.83%	23,211 $1.28 Million
Q3 2021 Oct 13, 2021	BUY	$56.96 - $58.06 $12,132 - $12,366	213 Added 1.01%	21,328 $1.22 Million
Q2 2021 Jul 14, 2021	BUY	$56.57 - $57.29 $1.19 Million - $1.21 Million	21,115 New	21,115 $1.21 Million
Q1 2021 Apr 14, 2021	SELL	$56.78 - $58.56 $894,001 - $922,027	-15,745 Closed	0 $0
Q4 2020 Jan 20, 2021	BUY	$57.99 - $58.75 $913,052 - $925,018	15,745 New	15,745 $922,000

Others Institutions Holding BNDX

# of Institutions

919

Shares Held

657M

Call Options Held

5K

Put Options Held

355K

Jpmorgan Chase & CO New York, NY

222M
Shares

$11.1 Billion
0.92% of portfolio
Bank Of America Corp Charlotte, NC

111M
Shares

$5.53 Billion
0.47% of portfolio
Envestnet Asset Management Inc

58.1M
Shares

$2.9 Billion
0.97% of portfolio
Vanguard Group Inc Valley Forge, PA

53M
Shares

$2.64 Billion
0.05% of portfolio
Mercer Global Advisors Inc Denver, CO

21.6M
Shares

$1.08 Billion
2.38% of portfolio

About VANGUARD TOTAL INTERNATIONAL B

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